THE LAND TRUST FOR SANTA BARBARA COUNTY (EIN 953797404) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

Laurel Fisher Perez

Phone

8059664520

Tax Period

2024-07-01 to 2025-06-30

THE LAND TRUST FOR SANTA BARBARA COUNTY, founded in 1982, is a mid-sized nonprofit in the Environment sector that reported $13.0M in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $8.0M, a strong 62% operating margin.

Mission

To conserve natural resources, agricultural land and open spaces for present and future generations.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $12,260,510

Program Service Revenue $9,990

Investment Income $703,959

Other Revenue $-12,546

TOTAL REVENUE $12,961,913

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,014,475

Fundraising Expenses $482,907

Program Expenses $3,986,604

Other Expenses $2,885,736

TOTAL EXPENSES $4,973,674

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,961,913	$21,673,708	-0.4%
Expenses	$4,973,674	$21,109,458	-0.8%
Net Income	$7,988,239	$564,250	+13.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

275

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$343,686

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Meredith Hendricks	Executive Dir.	40.00	Officer	$274,122	$10,183	$284,305
Leslie Chan	Land Program Dir.	40.00		$111,927	$13,394	$125,321
Devin Rothman	Land Conservation	40.00		$102,457	$12,461	$114,918
Alison Petro	Land Stewardship	40.00		$101,774	$12,784	$114,558
David Wirt	Finance Dir.	40.00	Officer	$55,621	$3,760	$59,381
Laurel Fisher Perez	President	5.00	Officer Director	$0	$0	$0
Greg Parker	Vice President	3.00	Officer Director	$0	$0	$0
Ann Lippincott	Secretary	3.00	Officer Director	$0	$0	$0
Joe Weiland	Treasurer	3.00	Officer Director	$0	$0	$0
Emily Cotter	Trustee	2.00	Director	$0	$0	$0
Henry Glasheen	Trustee	2.00	Director	$0	$0	$0
Jim Hammock	Trustee	2.00	Director	$0	$0	$0
Valerie Hoffman	Trustee	2.00	Director	$0	$0	$0
Brad Lundgren	Trustee	2.00	Director	$0	$0	$0
Kenneth Marshall	Trustee	2.00	Director	$0	$0	$0
Maurie McGuire	Trustee	2.00	Director	$0	$0	$0
Bill O'Donnell	Trustee	2.00	Director	$0	$0	$0
Sheri Overall	Trustee	2.00	Director	$0	$0	$0
James Phillippi	Trustee	2.00	Director	$0	$0	$0
Teresa Romero	Trustee	2.00	Director	$0	$0	$0
Ben Romo	Trustee	2.00	Director	$0	$0	$0
Jim Selbert	Trustee	2.00	Director	$0	$0	$0
Scott Van Der Kar	Trustee	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$12,961,913	$4,973,674	$29,321,358	$7,988,239
2024	$21,673,708	$21,109,458	$23,381,413	$564,250
2023	$4,852,611	$2,656,092	$21,119,220	$2,196,519
2022	$17,878,214	$15,460,815	$18,209,315	$2,417,399
2021	$6,982,796	$4,841,430	$18,800,943	$2,141,366
2020	$5,591,015	$8,860,836	$14,788,691	$-3,269,821
2019	$3,027,979	$2,035,577	$17,894,282	$992,402
2018	$8,878,864	$7,597,844	$16,971,916	$1,281,020

THE LAND TRUST FOR SANTA BARBARA COUNTY